The Entrepreneur’s Dream Financial Plan (EDFPlan for short) is a strategy that was put together by the creative financial minds at Fisher Wealth Management, LLC. The Founder and President of Fisher Wealth Management, Brad Fisher, refers to himself as a financial advisor with an entrepreneurial edge. You can read about his entrepreneurial journey below – just choose whether you want to read the short version or the longer version.

Fisher Wealth Management, LLC is a Registered Investment Advisor in the state of Ohio as well as a licensed independent insurance agency in Ohio and Indiana. The firm offers all of the services relating to the investment advisory business, but has as its primary focus to help entrepreneurs structure their financial plans in such a way that they can thrive. The EDFPlan looks at financial planning solely from the perspective of the entrepreneur and places a heavy emphasis on remaining financially liquid. We strive to educate our clients about the financial principals that entrepreneurs often overlook and ignore. Our advice is creative and often counter-intuitive, but we believe that the EDFPlan will best position an entrepreneur for a successful business journey!

Brad is an active member of the Columbus community. His business involvement has included serving as Treasurer on the Board of Directors for Scottie MacBean Coffee Roasters Inc., President of Just a Bunch of Beans, Inc., which operated a cafe/restaurant in Worthington, OH as well as an online coffee retail business. Brad is currently President of Fisher Wealth Management, LLC and is focused heavily on spreading the word about the EDFPlan.

Brad also chose to get involved in the community by serving as Vice President of The Young Professionals of Columbus, a non-profit organization dedicated to attracting and retaining talent in Columbus. He also currently serves on the Young Executive Board of the Capital Club in downtown Columbus and is the Co-Chair for the Business and Public Affairs Committee for the downtown Columbus Kiwanis organization, one of the oldest Kiwanis groups in the nation. In addition to his civic involvement, Brad enjoys serving on the Long Range Planning Committee of The Karl Road Baptist Church as well as being Vice Moderator on the Church’s Council.

For those of you who want to experience Brad’s entrepreneurial journey, click on one of the links below! We hope you enjoy reading it as much as Brad enjoyed writing it!